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English
  • Customer 360 for Salesforce Winter 2020
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica Cloud MDM - Customer 360 for Salesforce
  3. Configuring the Data Cleansing Settings
  4. Managing Batch Jobs
  5. Verifying Addresses, Email Addresses, and Phone Numbers
  6. Synchronizing Salesforce Records with CC360
  7. Managing Duplicate Records
  8. Consolidating Records
  9. Converting External Records to Salesforce Records
  10. Managing Hierarchies
  11. Integrating Cloud MDM - Customer 360 for Salesforce with Multidomain MDM
  12. Managing Multi-Org
  13. Troubleshooting
  14. Custom Settings
  15. Glossary

Administrator Guide

Administrator Guide

Back Next

Adding Hierarchy Information to the Account Page Layout

Adding Hierarchy Information to the Account Page Layout

Configure the account page layout to provide access to
CC360
 hierarchy functionality.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, perform the following tasks:
      1. In the upper-right corner of the page, select your name, and click
        Setup
        .
      2. Under
        App Setup
        , click
        Customize
        Accounts
        Page Layouts
        .
    • In Lightning Experience, perform the following tasks:
      1. Click the quick access menu ( The image shows the quick access menu. ), and then click
        Setup
        .
        The
        Setup Home
         page appears.
      2. Under
        PLATFORM TOOLS
        , click
        Objects and Fields
        Object Manager
        .
        The
        Setup Object Manager
         page appears.
      3. Click
        Account
        .
      4. Under the
        Page Layouts
         section, select
        Account Layout
        .
    The
    Account Page Layout
     page appears.
  2. From the
    Account Layout
     palette, select
    Fields
     and then drag the
    Section
     field from the palette to the
    Account
     page layout.
    The
    Section Properties
     window appears.
  3. Configure the Hierarchy Information section:
    1. Enter
      Hierarchy Information
       in the
      Section Name
       text box.
    2. Enable
      Detail Page
       and
      Edit Page
      .
    3. Select
      1-Column
       layout.
    4. Select
      Left-Right
       tab-key order.
    5. Click
      OK
      .
    The Hierarchy Information section is added to the Account page.
  4. From the Account Layout palette, select
    Visualforce Pages
     and then drag the Account Hierarchy Visualforce component and the Account Hierarchy Status Message Visualforce component from the palette to the
    Hierarchy Information
     section.
    You can double-click the Account Hierarchy Visualforce component and the Account Hierarchy Status Message Visualforce component to change the display properties of the component.
  5. From the Account Layout palette, select
    Fields
     and then drag the Ultimate Parent field and the Ultimate Parent Name field from the palette to the
    Hierarchy Information
     section.
  6. Click
    Save
     from the
    Account Layout
     palette.
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